Review Plan Information

The Settings > Plan Information screen displays the entries made when the plan was created, using Create Plan .

This screen gives you another opportunity to review the plan's basic framework, including the Plan Date and Personnel Action Date Ranges if viewing within a Master Plan, before moving on to developing the AAP and its analyses.

Administering the Plan Archive Date

About the Default Archive Setting

On the Plan Information > Plan Dates menu, the system will auto-fill the Plan Archive Date, in accordance with current regulations for records retention. (Currently the setting is three years.) It is recommended that plans remain accessible in the system for at least the required time period.

How Archiving Works

When the Plan Archive Date for a plan is reached, plan access will expire. Prior to the Plan Archive Date, the plan creator or system administrator can export the plan. However, the access period for a plan may be extended, if needed. 

Note: An archived plan will be available for retrieval by Berkshire's Product Support from the Berkshire archive for up to an additional two years. After the archive period, the information will be permanently deleted. 

Change the Archive Setting

Click on the current Plan Archive Date entry; then, select a new date from the provided calendar.

If any updates are made to Plan Information, click the [Save] button at the bottom of the page.